How Video can Impact Your 2023 Growth Strategy
Includes Q&A - with Duncan, Laura, and Sharon
Tuesday, February 21st at 12 pm ET
Top advisors today are using video as a key component in their growth strategy. Digital media has become one of the most important ways to communicate with clients and prospective clients.
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Understanding Your Clients Goals
2021-12-20 • 8 min video

In this excerpt from the Always On with Duncan MacPherson podcast, guest Tyson Ray, discusses how he developed his process incorporating his clients goals and mission.

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